Wealth Counsellor - Sales

Company Description

Finspurt is a dynamic and growth-oriented organization dedicated to delivering Equity financial solutions. With a focus on empowering individuals and improve their wealth, Finspurt specializes in tailored investment strategies and exceptional client experiences. The company fosters a collaborative and inclusive work environment while driving success through ethical practices and a commitment to excellence. Located in Thane, Finspurt continues to expand its reach and impact in the financial services sector.

Role Description

This is a full-time, on-site role for an Wealth Counsellor - Sales, based in Thane. The Investment Advisor will engage with clients to understand their financial goals, provide investment solutions, and offer ongoing advice to optimize returns. Responsibilities include identifying and acquiring new clients, Tele calling, building strong client relationships, delivering excellen...